Financial Management Professionals’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-20,258
| Closed | -$937K | – | 1040 |
|
|
2023
Q3 | $937K | Buy |
+20,258
| New | +$937K | 0.16% | 49 |
|
|
2023
Q1 | – | Sell |
-637
| Closed | -$30K | – | 1126 |
|
|
2022
Q4 | $30K | Sell |
637
-19,470
| -97% | -$917K | 0.01% | 299 |
|
|
2022
Q3 | $927K | Buy |
20,107
+938
| +5% | +$43.2K | 0.21% | 41 |
|
|
2022
Q2 | $906K | Sell |
19,169
-4,900
| -20% | -$232K | 0.22% | 44 |
|
|
2022
Q1 | $1.14M | Buy |
+24,069
| New | +$1.14M | 0.25% | 41 |
|
|
2021
Q2 | – | Sell |
-23,991
| Closed | -$1.19M | – | 950 |
|
|
2021
Q1 | $1.19M | Buy |
23,991
+706
| +3% | +$35K | 0.32% | 32 |
|
|
2020
Q4 | $1.16M | Buy |
23,285
+965
| +4% | +$48K | 0.33% | 28 |
|
|
2020
Q3 | $1.11M | Buy |
22,320
+769
| +4% | +$38.3K | 0.4% | 23 |
|
|
2020
Q2 | $1.08M | Sell |
21,551
-19,771
| -48% | -$986K | 0.37% | 26 |
|
|
2020
Q1 | $2.02M | Buy |
+41,322
| New | +$2.02M | 0.86% | 19 |
|
|
2018
Q2 | – | Sell |
-32,872
| Closed | -$1.57M | – | 306 |
|
|
2018
Q1 | $1.57M | Buy |
+32,872
| New | +$1.57M | 0.81% | 21 |
|